Filed November 27, 2019
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $231 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,859 | $46,360-11.9% | $147,617-72.3% | $52,331-21.9% |
| Participation rate | 44.4% | 64.9%-20.6pp | 84.6%-40.2pp | 68.1%-23.7pp |
| Annual return | 1.04% | 1.62%-0.6pp | 61.98%-60.9pp | 4.54%-3.5pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,284 | $2,258-43.1% | $4,895-73.8% | $3,022-57.5% |
| Admin fee / account holder | $2 | $766-99.8% | $11,612-100.0% | $592-99.7% |